James Yocom III

James Y
  1. Overview


Using a planning-centric investment philosophy, Jim stresses academic research in developing and implementing financial plans. After fully understanding his client’s goals and objectives, he identifies potential solutions and builds a customized financial plan. By incorporating the industries’ latest tools and technology, Jim is able to focus on providing the highest levels of service for our valued clients.

Jim has been in the industry since graduating from Temple University in 1991. He holds Series 7, 63, 65 and Life and Health licenses.

Jim is married with 3 children. As an avid sports fan and devoted father, he will often be found coaching his children’s various sports team during weekends and evenings.

“The goal of my practice is to work with my clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make. I am committed to serving my clients as unique partners, requiring individual solutions and well thought out strategies. Above all else, I value the relationships and rapport that I build.”

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